Simplify tracking of work and ensure consistent project management processes. With CCH Axcess Workstream, you can monitor due dates, manage projects, and map processes into standardized steps. Using built-in administrative workflow tools, you will gain:
- Seamless workflow automation
- Efficient task management
- Transparent accountability
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Resources for existing customers
Cloud-based accounting software for your project management needs
Seamless workflow automation
Increase accountability with easy-to-understand dashboards, notifications, and project pools that keep everyone informed and up to date on who is working with what.
Efficient task management
Improve efficiency with the ability to track project status and due dates through electronic route sheets.
Transparent accountability
Enhance client service with greater visibility into project details for both partners and staff.
Project pools
Give staff more control over their work by letting them self-assign work from project pools. Assigning work to pools based on complexity or return types helps staff confidently choose which project to work on next.
Tax calendar integration
Government form due dates can automatically update with information from Wolters Kluwer tax research experts. This innovative integration handles an otherwise daunting administrative task with behind-the-scenes ease.
Flexible project templates
Set up templates specifically tailored to the different types of work your firm performs. Changes can automatically flow to the individual projects, allowing the flexibility to modify your processes as needs change.
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Real customers going beyond with CCH Axcess Workstream
"My favorite thing about CCH Axcess is Workstream just because it ties everything together."
Renee Fink, Vice President, Tax at AgCountry Farm Credit Services, discusses how CCH Axcess™ makes collaborating with colleagues and providing client services easier — even when staff works in separate locations.
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Case Study
We saw a lot of improvement in efficiency primarily just through moving to a digital environment and then utilizing CCH Axcess Workstream and the route sheet in Workstream rather than tracking the actual paper package as it flowed through the office... Our partners were able to review everything remotely and keep everything moving along.
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Case Study
Within CCH Axcess Workstream, we could build reports, we could create projects. We didn’t have to work with fixed templates. We had huge flexibility to build our projects the way we wanted to... It really was just a ground-breaking technology for us, and it pushed us to the next level.
New product enhancements
Tax Calendar Integration
"We were very grateful for the integration capabilities between CCH Axcess Workstream and the Research & Learning Tax Calendar this year. Given the magnitude of form due date changes that resulted from the pandemic, the automatic due date updates handled by the R&L library saved our tax professionals time in manually updating form due dates which allowed them to shift focus toward how to best serve our clients."
Kelly Garvey, CPA
Manager
National Tax Process & Technology
Kelly Garvey, CPA
Manager
National Tax Process & Technology
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Learn how CCH Axcess Workstream helps firms automate, standardize and streamline project workflows.
Additional resources
CCH Axcess™ Data Axcess solutions
Operate more intelligently by monitoring key performance indicators and creating data visualizations. CCH Axcess Data Axcess Solutions include off-the-shelf and do-it-yourself options, including custom dashboard creation and Power BI training to help build your data analytics skills.
Discover CCH Axcess solutions
As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.